"Apple Found a Wall Street Narrative" ["After months of iPhone sales estimates being slashed by analysts, expectations have been reset. The iPhone mega upgrade cycle of 2018 that so many were calling for is not going to happen. ... Instead, Apple shares have outperformed the market and continue to trade near all-time highs. The resiliency in Apple's stock price reflects the company finally finding a narrative on Wall Street, and it's not centered on the iPhone. Apple has become a capital allocation story."] Above Avalon 3:17 PM

"Apple Needs to Reconsider Its HomePod Strategy: Sales are lagging on Apple's smart speaker. Here's what it can do to increase interest and challenge Amazon and Google." Slate 7:57 AM

"Apple Faces the Music: Music is key to growing Apple's services base, but big profits will have to come from elsewhere" ["Ben Schachter of Macquarie Capital estimates that Apple Music will average 40% annual growth over the next three years, making it the fastest-growing part of the company's services segment."] WSJ.com [Paid Membership Required] 8:32 AM